What Happened to OpenAI’s $20bn? Revenue Scare Rattles AI Trade
The lower figure renewed doubts about OpenAI’s valuation and sent AI-linked stocks lower, while Nasdaq-100 futures rose 0.75% Friday morning.
8 Articles
8 Articles
What happened to OpenAI’s $20bn? Revenue scare rattles AI trade
US tech futures rebounded on Friday, a day after a report that OpenAI’s annualised revenue was $20 billion (€17.8bn) below earlier estimates helped send the Nasdaq down 1.25% and hit chipmakers and cloud giants.
Nvidia fell 2.94 percent on Thursday 8 October 2026, to $230.48, after OpenAI's annualized revenue was put near $50 billion. Did chip stocks, rather than the rest of the Nasdaq, account for the lag?
Nvidia fell 2.94 percent on Thursday to $230.48 after OpenAI's $50 billion revenue figure. Did chip stocks, not the rest of the Nasdaq, account for the lag?
OpenAI's annualized revenue falling $20 billion lower than expected has triggered concerns about an AI bubble in the markets. Following the deviation from growth forecasts, the technology-heavy Nasdaq declined, while chip giants and cloud providers experienced significant losses in value.
OpenAI Revenue Shortfall: Impact on AI Stocks and Market
London, 9 October 2026 — EBM Newsdesk Analysis — By Brad Adams Chip stocks recovered this morning after one of the most uneasy days for AI investors this year. On Thursday, the FT reported, and CNBC later confirmed, that OpenAI had told investors it expected annualised revenue of $50bn to the end of September, well […]
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